FLC v NSW Trustee and Guardian

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Civil and Administrative Tribunal


New South Wales

Medium Neutral Citation: FLC v NSW Trustee and Guardian [2023] NSWCATAD 127
Hearing dates: On the Papers
Date of orders: 30 May 2023
Decision date: 30 May 2023
Jurisdiction:Administrative and Equal Opportunity Division
Before: J S Currie, Senior Member
Decision:

Each of the decisions under review is affirmed.

Catchwords:

ADMINISTRATIVE LAW- Merits review- decisions by NSW Trustee and Guardian to sell former residence of protected persons and as to future treatment of their respective refundable accommodation deposits (RADs) and daily accommodation payments (DAPs)-where sale of property and treatment of RAD and DAP opposed by one son of the protected persons. Nature and scope of Tribunal’s review- principles in section 39 NSW Trustee and Guardian Act- paramount importance of welfare and interests of protected person- other section 39 factors- correct and preferable decision.

Legislation Cited:

Administrative Decisions Review Act 1997 (NSW); sections 9, 58

Guardianship Act 1987 (NSW); section 4;

NSW Trustee and Guardian Act, 2009 (NSW); sections 39, 70

Powers of Attorney Act 2003 (NSW); section 50

Cases Cited:

DCA v Public Guardian [2017] NSWCATAD 364

DYH v Public Guardian [2021] NSWCATAD 136

FNL v NSW Trustee and Guardian [2023] NSWCATAD 46;

WL v NSW Trustee and Guardian (External) [2011] NSWADTAP 22

ZWA v ZWB [2022] NSWCATAP 113

Texts Cited:

None cited

Category:Principal judgment
Parties: FLC (Applicant)
NSW Trustee and Guardian (Respondent)
Representation: Applicant (Self Represented)
R Stormont (NSW Trustee and Guardian) (Respondent)
File Number(s): 2022/00157290
Publication restriction: The publication of the name of the Applicant and of the persons subject to the decision under review, being the joint owners of the property the sale of which is the subject of that decision, is prohibited under section 64(1)(a) of the Civil and Administrative Tribunal Act, 2013 (NSW).
Note: The name of each such person includes a reference to any information, picture or other material that identifies them or is likely to lead to identification of them.

reasons for decision

What is this matter about?

  1. Mr FLC seeks the review of decisions by NSW Trustee and Guardian (NSW Trustee) in respect of the managed estates of his parents, who I shall refer to as “the mother” and “the father” and collectively as “the parents”.

  2. The parents’ estates are managed under the NSW Trustee and Guardian Act 2009 (TAG Act) by NSW Trustee, pursuant to the orders of the Guardianship Division of this Tribunal made on 1 August 2019.

  3. The parents are permanent residents in separate aged care facilities. NSW Trustee’s decisions which are under review were, in summary, to sell the family home and to use the proceeds to pay a part refundable accommodation deposit (RAD) of $110,000 and have the unpaid RAD balance of $100,000 paid as a daily accommodation payment (DAP) drawn down from the part RAD payment.

  4. On 1 August 2019 the Guardianship Division also made guardianship orders for each of the parents, under which the Public Guardian was appointed as the guardian. Relevantly, the Guardianship Division found…

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Details
Case
[2023] NSWCATAD 127
Decision Date

CaseChat Overview and Summary

The case of FLC v NSW Trustee and Guardian involved a dispute regarding decisions made by the NSW Trustee and Guardian concerning the sale of a former residence and the management of the refundable accommodation deposits (RADs) and daily accommodation payments (DAPs) of two protected persons. The decisions were contested by one of the sons of the protected persons. The case was heard in the court, which was required to review the decisions under the Administrative Decisions (Judicial Review) Act 1977 (Cth), focusing on the nature and scope of the tribunal’s review. The principles outlined in section 39 of the Trustee and Guardian Act were central to the determination, particularly the paramount importance of the welfare and interests of the protected persons, and the other relevant factors in making a correct and preferable decision.

The primary legal issue before the court was the extent to which the decisions of the NSW Trustee and Guardian could be reviewed. The court was tasked with determining whether the decisions were lawful, reasonable, and procedurally fair, and whether they appropriately balanced the welfare and interests of the protected persons against other relevant considerations. Another significant aspect was the interpretation of section 39 of the Trustee and Guardian Act, specifically how the paramount importance of the protected persons’ welfare and interests should be weighed against other factors. The court also needed to assess whether the decisions made by the Trustee and Guardian were indeed correct and preferable, considering all relevant circumstances.

In delivering its judgment, the court meticulously examined the decisions of the NSW Trustee and Guardian. It considered the evidence and submissions presented, evaluating whether the decisions were made in accordance with the law and whether they appropriately balanced the welfare and interests of the protected persons with other relevant factors. The court found that the decisions were within the scope of the powers granted to the Trustee and Guardian under the Act and that they appropriately considered the paramount interests of the protected persons. The court concluded that the decisions were lawful, reasonable, and procedurally fair, and that they constituted the correct and preferable outcome in the circumstances. Accordingly, the court affirmed each of the decisions under review, upholding the actions taken by the NSW Trustee and Guardian.

Orders

Orders of the court

Each of the decisions under review is affirmed.

Background

Background to the litigation

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Evidence

Evidence Before The Court

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Decision

Reasons for decision

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Ratio Decidendi

Legal Principle Established

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